BFM Media

Market Watch

News EN ↓ 6079 episodes

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

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BFM Media

Category

News

Podcast website

www.bfm.my

Latest episode

Jul 9, 2026

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Episodes

CLSA Feng Shui Index for Year of the Snake 08.02.2013

Khoo Hsien Chun, Nadia Aziz and Melisa Idris discuss this year's CLSA Feng Shui Index; what the year of the snake holds for various zodiac animals. See omnystudio.com/listener for privacy information.

Good times coming but watch the oil 08.02.2013

Robert Levitt, the CIO and founder of Levitt Capital Management live in Market Watch talks about how while correction will happen, the rest of the year is expected to be much better despite reservations of many. Other facts he discusses includes:- - How oil and technology will change the world. He is expecting oil prices to come down which will then have a ripple impact on the world.  - US ma...

Strong Australian market but China headwinds ahead? 07.02.2013

Ben LeBrun Market Analyst for Options Express in Sydney addresses the booming Australia market, which has been taking the lead from markets in the US and Europe. Among the points he discusses: - The earnings season for the Australian market to drive sentiment. One of the biggest that is taking place is that of Telstra. - How the recently released retail figures are not really reflective of Austral...

Warrants Wednesday - Hartalega and MAHB 06.02.2013

Khoo Hsien Chun and Nadia Hassan discuss Hartalega warrants and MAHB warrants. See omnystudio.com/listener for privacy information.

Sequestration, the Next Red Flag 06.02.2013

Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California, discusses: - Whether stocks are overdone? And how far can the pullback go? - Comparing views with Goldman Sachs' Jim O'Neill, who says that the momentum for the U.S. stock market for the rest of the year looks "very favorable" - 'Sequestration' - reaction of market during this next period of un...

MISC to return to KLCI eventually? 05.02.2013

Wong Ming Tek of Hwang DBS Vickers Research discusses the following with regards to MISC: - is RM5.30 a fair offer price - should, would investors pressure for better price - rationale for PETRONAS' timing, before MISC's Q4 results are announced.  - revolving doors at KLCI i.e. companies listing, delisting, relisting once more.  We also discuss what major shareholders Eastspring and Paci...

Tread Warily 05.02.2013

Peter Esho, Chief Market Analyst at City Index in Sydney, Australia, discusses: - Light week ahead for US economic reports - final major week of the earnings season - implications - stock market bulls;  - The Dow and S&P 500 are a short hop from all-time highs and recent data has been spotty. While January's ISM manufacturing data was stronger than expected, nonfarm payrolls were a l...

Good Opportunities After GE 05.02.2013

Benny Lee, Chief Market Strategist at Jupiter Securities talks about  - broader market, trading patterns on the KLCI - chart trends for Hartalega and Digi, which are reporting quarterly results this week - what he's watching at the mo.  See omnystudio.com/listener for privacy information.

What To Look Forward to After Earnings? 04.02.2013

On Market Watch Dodge O. Dorland Chairman and Chief Investment Officer of Landor & Fuest Capital Managers talks about what to look forward to in the US post-earnings season. Other topics include - The Dow Jones reaching 14,000 for the first time since 2007.  However, with the earnings season over and a lack of catalysts to drive the market, there is fears of a possible pullback going into...

Shaking off Data Wobble, Time for Stocks to Take a Breather 01.02.2013

- Latest US data - new jobless claims and rising December incomes - whether further signs of a recovering economy; - Data in context of surprise contraction in Q4 GDP;  - Central Banks - monetary easing - Marc Faber predicting collapse - bond market - bubble develop in equities;  - S&P above 1500 points - whether time US stocks took a breather. See omnystudio.com/listener for privacy...

Can The 'Bo Derek Day' Rally Continue? 30.01.2013

On World Market Watch today we have Ben LeBrun, Market Analyst at Options Express in Sydney, Australia He discusses: -- the 10-day rally in the Australian share market -- Prime Minister Julia Gillard's announcement of the date for this year's federal elections -- outlook for the performance of the Australian market for the year, also in comparassion to global indices -- February earnings season as...

A Stumbling Recovery: 3 Steps Forward, 2 Steps Back 30.01.2013

On World Market Watch today we have Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California.  He discusses the Fed's first big meeting of the year and if it will likely maintain a steady foot on the QE gas pedal.  Also, his expectations for the first look at jobs in 2013, with the release of the employment report this week.  On the ear...

US Earnings, Eurozone recovery and Japan currency concerns 25.01.2013

Tim Mulholland, Managing Partner of China-America Capital Company in Chicago talks about the recent spate of earnings in the US and the newsflow coming out from Davos in Europe. Some of the key take-aways are: - That while the US Debt Ceiling issue has been pushed to May, it is still delaying the inevitable.  - Apple's earnings guidance and how it has been the most adored stock. Given that it...

Look at Warrants Issued for Foreign Stocks 23.01.2013

Khoo Hsien Chun speaks with Ng Ee Fang of AmInvestment Bank Bhd director/head (equity derivatives) for today's issue of Warrants Wednesday. We cover: - actives, gainers, losers  - warrants she's watching  -new issues - recommendations See omnystudio.com/listener for privacy information.

BoJ's Aggressive Move & The Mystery of Apple 22.01.2013

On World Market Watch today we have Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco, California. He discusses the Bank of Japan's move to double its inflation target to 2 percent, as well as its open-ended commitment to asset purchases from next year. On US earnings season, listen to the podcast to find out more about why Apple is a mystery and how it's...

Dayang and Petra Energy Overbought, Two Other O&G Stocks to Consider 21.01.2013

Benny Lee, Chief Market Strategist at Jupiter Securities kicks it off with how the KLCI Futures did this morning and what it means. Remains bearish on the KLCI this week, tells us why.  - comments on Dayang and Petra Energy, which were in the news over the weekend re:Shell contract. - two oil and gas stocks that are displaying solid uptrend - two sectors he's staying away from, and why. See o...

Will This Week's Earnings Make or Break The Rally? 20.01.2013

On World Market Watch today we have Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York. He discusses which sectors to watch out for when US stock markets reopen on Tuesday after the Martin Luther King holiday, and if this week’s flood of earnings will make or break the market’s surprising January rally.  Listen to the podcast...

Of Peaked Earnings and Washington Food Fights 17.01.2013

On World Market Watch today we have Tim Mulholland, Managing Partner of China-America Capital Company in Chicago Listen to the podcast to find out more about: -- Why he thinks the earnings cycle appears to have peaked and his outlook on the earnings reporting season so far -- What he thinks about the tech sector and Apple's dominance within the sector -- Which sectors he's interested in -- If inve...

Eurozone remains Weak Link 17.01.2013

 Kingsley Jones, Founder and Chief Investment Officer  of Jevons Global talks about: - The outlook for the Australian employment market on the back of recent job cuts by companies and managing of costs - How the Australian stock market is expected to respond on the back of shaky global markets - How the Eurozone still remains the weak link - How Japan's move to weaken currency could...

Banking sector to outperform KLCI again this year 16.01.2013

Lim Sue Lin, analyst at HwangDBS Vickers Research talked about: - Hong Leong Capital, and HLFG's takeover plan - impact of M&A’s such as RHB-OSK, AMMB - Kurnia Insurans on potential topline - opportunities for the sector - KPIs to watch for: NIMs, industry gross impaired loan ratio  - top picks  See omnystudio.com/listener for privacy information.

Better Earnings but Guidance Worries 16.01.2013

Dr. Michael A. Yoshikami Founder & CEO of Destination Wealth Management in San Francisco talks about:  - Earnings from Wall St coming in better than expected, however what is more worrying is that guidance for future earnings is down.  - The worry has shifted from the fiscal cliff to the debt ceiling. He feels that a potential downgrade on the US sovereign ratings will have an i...

Correction inevitable 15.01.2013

Joe Quinlan, MD and Chief Market Strategist at US Trust-Bank of America Private Wealth Management in New York talks about - How correction in the US markets is expected given the strong bull run of the previous weeks - That the US is due to see a 2.5% growth for 2013 and that unemployment will hold steady at about 7.4%  - That the Eurozone is bottoming up, but the worst is not yet over - That...

Weekly Warrants - Hong Leong and Top Glove 15.01.2013

Our first time ever featuring warrants on the show, we discuss Hong Leong  and Top Glove related warrants. We also mention an upcoming warrant to watch out for.  See omnystudio.com/listener for privacy information.

As Markets Soar and Fears Dissipate, Concern of Fatigue 14.01.2013

Dodge O. Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:   - Retail fund inflows - fear gauge record lows - whether massive correction in store;  - Earnings season - picture - paint - U.S. consumer; - Tax reforms - if cut income taxes - overall tax burden - shifts to consumption through higher sales taxes- effect American cons...

Why Trading Buys on Old Town and KrisAssets 14.01.2013

Benny Lee, Chief Market Strategist at Jupiter Securities on how last Saturday's rally would impact the KLCI's performance this week. Tells us why he's keen on Old Town and KrisAssets, chart-wise.  See omnystudio.com/listener for privacy information.

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